In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit strategy, and the importance of understanding time horizons.

The discussion extends to the utility of AI in financial research, where they outline its current limitations and emphasize the critical value of personally reading and understanding company financial statements. They also provide practical tips for balancing detailed financial analysis with a busy lifestyle and the potential advantages and risks associated with different investment strategies.

00:00 Introduction and Listener Questions Overview

00:41 Question 1: Strategies for Micro Cap Stocks

11:44 Question 2: Evaluating FDVV and Investment Strategies

21:59 Question 3: Using AI for Investment Research

33:54 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

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Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuation metrics often fail. Learn how to analyze any stock, avoid common mistakes, and discover the tool that makes investing easier for everyone.

[00:01:00] Why PE ratio fails for Amazon and growth stocks.

[00:03:00] The six stages of a company’s business lifecycle explained.

[00:07:00] How to spot startups and hypergrowth companies in the market.

[00:11:00] Self-funding phase: when companies stop needing outside capital.

[00:13:00] Operating leverage: profits grow faster than revenue here.

[00:16:00] Capital return phase: dividends, buybacks, and mature companies.

[00:19:00] Three key numbers to identify a company’s current stage.

[00:26:00] Why Amazon’s valuation needs a different metric approach.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Check out the Stock Simplifier here: Stock Simplifier.

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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For sponsorship inquiries, reach out to us at [email protected].

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Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Learn why budgeting trumps stock picking, the real story behind target date funds, and how to build wealth in your 20s.

[00:01:00] Joe’s frugal start: recording from his mom’s basement.

[00:02:00] Inflation warning: budget, not stocks, is your real risk.

[00:04:00] Joe’s first money mistake: credit card disaster at Citadel.

[00:09:00] Mom’s tough love: “It’s your problem, not mine.”

[00:11:00] Gamifying debt payoff: taking control became fun.

[00:14:00] Take career risks, not just portfolio risks, for wealth.

[00:17:00] Purpose in retirement: why staying active matters most.

[00:39:00] Target date funds: why Joe says “don’t use them.”

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

Learn more about Joe and Stacking Benjamins here:

Stacking Benjamins

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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For sponsorship inquiries, reach out to us at [email protected].

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these companies compete, their business models, and what potential investors should consider.

The show covers Amazon's diverse revenue streams, Costco's membership-driven, low-margin strategy, and Walmart's large-scale, low-cost operations. The conversation also touches on the financials, growth prospects, and potential risks associated with each company, providing a comprehensive guide for beginner investors.

00:00 Introduction and Episode Overview

01:46 Amazon: The Retail Giant

02:30 Amazon's Business Segments and Growth

05:36 Amazon Prime and AWS

09:12 Costco: The Warehouse Club Model

11:49 Costco's Business Strategy and Growth

21:29 Walmart: The Retail Leader

24:16 Walmart's Growth Strategy

25:40 Amazon vs. Walmart: The Grocery Battle

27:36 Costco's Competitive Edge

29:24 Investment Prospects: Walmart, Costco, and Amazon

37:06 Amazon's Innovation and Risks

39:33 Walmart and Costco: Growth Challenges

46:04 Final Thoughts and Future Predictions

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investment styles, and the importance of a long-term perspective in stock investing.

Braden shares insights into his own investment philosophy, the kinds of companies he prefers, and how he sources and evaluates potential investments. The discussion includes an in-depth look at handling uncertainty in the markets, sector-specific challenges, and the future of AI in investing and business operations.

Listeners also get an overview of Braden's favorite companies and what makes them durable, along with practical advice on how to use screener tools.

00:00 Introduction and Guest Welcome

00:48 Handling Market Volatility

04:22 Investment Strategies and Risk Tolerance

08:19 Finding and Evaluating Companies

12:30 Quality Investing and Valuation

16:20 Durability and Market Trends

23:49 Understanding Software Business Durability

24:24 The Power of Network Effect Businesses

24:59 Building Moats in Software Companies

25:42 The Challenge of Competing with Established Software

26:42 The Appeal of Investing in Software

28:00 Fin Chat's Personalized Features

28:31 The Complexity of Data Aggregation

29:57 The Impact of AI on Knowledge Work

33:54 The Future of Coding with AI

35:25 AI's Role in Automating Paperwork

39:45 Investing in AI and Infrastructure

44:34 Fin Chat and Podcast Recommendations

46:24 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today’s show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Check out Braden's podcast: The Canadian Investor

Get 15% off a subscription to Finchat.io using our affiliate link: http://finchat.io/?via=dave

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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In this episode, Dave and Andrew dive deep into the life and strategies of Warren Buffett, one of the most renowned investors of all time. The discussion covers Buffett's early years, his entrepreneurial spirit, his foundational influences, including Ben Graham, and his value-based investing approach.

Additionally, the episode explores Buffett’s acquisition and management strategies at Berkshire Hathaway, his use of insurance float, and some pivotal decisions during his career. The hosts also reflect on the practical lessons they’ve learned from Buffett.

00:00 Introduction to Warren Buffet

00:25 Buffet's Early Years and Influences

03:27 The Intelligent Investor and Ben Graham

08:18 Buffet's Investment Partnership

12:34 The Berkshire Hathaway Era

16:02 The Power of Insurance Float

21:37 Buffet's Investment Philosophy

29:06 Lessons and Legacy

33:06 Conclusion and Listener Engagement

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]



SUBSCRIBE TO THE SHOW

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In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction.

Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore rising stars in innovative and technology-first industries like payments. The episode provides insights into how these CEOs have navigated challenges, evolved their business models, and consistently created value for shareholders through smart investment and operational strategies.

00:00 Introduction

01:02 Discussing Favorite CEOs

01:28 Brett's First Pick: Bom Suk Kim of Coupang

06:52 Dave's First Pick: Warren Buffett

12:44 Brett's Second Pick: Brian Chesky of Airbnb

16:57 Dave's Second Pick: Mark Leonard of Constellation Software

22:01 Brett's Third Pick: Stephen Squeri of American Express

25:34 Dave's Third Pick: Pieter van der Does of Adyen

26:38 The Unique Culture of Adyen

27:02 Adyen's One-Platform Advantage

28:04 Stock-Based Compensation and Pay Ratios

28:53 Adyen's Market Position and Growth

30:43 Sprouts Farmers Market Turnaround

37:41 Nubank's Innovative Approach

42:41 Nelnet: The Berkshire Heir

47:51 Markel's Berkshire-Like Strategy

51:03 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Check out Brett's podcast called Chit Chat Stocks, and the great work he does on their Substack.

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents a buying opportunity, the implications of poor capital allocation and mergers on shareholder value, and advice on buying the dip in Texas Instruments (TXN) and Crown Castle (CCI).

The conversation delves into the risks and benefits of investing in large, well-known companies, and stresses the importance of understanding a business's fundamentals and market position. Listeners are encouraged to think long-term and consider the implications of market trends, technological disruptions, and management decisions on their investments.

00:00 Welcome to Investing for Beginners

00:19 Should I Buy Intel Stock?

03:03 Understanding the Innovator's Dilemma

06:53 Evaluating Big Companies as Investments

14:59 Impact of Management Decisions on Shareholder Value

24:51 Texas Instruments vs. Crown Castle

34:24 Final Thoughts and Wrap-Up

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses.

He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns.

00:00 Introduction and Welcome

00:08 John Rotonti's New Role and Portfolio Overview

01:00 Portfolio Composition and Strategy

01:34 Infrastructure and Housing Investments

05:26 Cash Management and Investment Philosophy

10:25 Industry-Wide Sell-Offs and Contrarian Investing

19:57 Long Duration Growth and Utility Investments

24:30 Evaluating Company Growth Potential

25:06 Revenue Growth Analysis

26:36 Margin Expansion Opportunities

28:23 Case Study: Stock Movement Between Buckets

28:56 Electrification and Data Centers

33:27 GE Renova: A Deep Dive

39:08 Mount Rushmore of CEOs

43:08 Investment Strategies and Moats

46:04 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Subscribe to John Rotonti's fantastic newsletter at lastbastion.com.

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

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In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'.

Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. The conversation delves into the emotional aspects of investing, the balance between staying informed and being overwhelmed, and specific stocks such as MasterCard, FICO, and Meta.

The hosts explore strategies for managing portfolio size, staying informed without getting overwhelmed, and overcoming biases when evaluating new investment opportunities. The episode wraps up with insights on the therapeutic value of discussing investment struggles openly and the introduction of a new 'stock therapy' workshop for their Value Spotlight community.

00:00 Introduction to Stock Therapy

00:44 Portfolio Management Challenges

04:30 Balancing Information and Emotions

17:41 Reevaluating Investment Strategies

30:38 Stock Therapy Sessions Announcement

32:29 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

Go to SHOPIFY.COM/beginners to start selling with Shopify today.

Go to shipsticks.com and use the code INVESTING for 20% off.

Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self.

Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod

What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

SUBSCRIBE TO THE SHOW

Apple | Spotify | YouTube | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices